Moby Finance Review: Jargon Free Investment Research

Moby gives you a leg up by providing access to top-tier investing research that is broken down into understandable formats. For active investors looking for a jargon-free platform, Moby might be the right fit.

After all, if you want to actively manage your investment portfolio, regularly trading individual stocks might be a part of your life. In order to make efficient trades, you’ll need to stay up to date on a seemingly endless supply of information.

We will explore how Moby could help you manage your portfolio more efficiently.

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What Is Moby Finance?

Moby was founded in 2021 by Dan Remstein and Justin Kramer. It’s a mobile-friendly investment research platform designed to help you stay on top of an ever-changing market. Moby focuses on stocks and cryptocurrencies.

What Does It Offer?

Moby is an investment research platform that is working to make investing more accessible to the masses. Unlike other investment research platforms (notably Motley Fool), Moby makes understanding investments very simple without aggressive upsells or paywalls.

Jargon-Free Research

When it comes to actively managing an investment portfolio, most investors have to weed through jargon-filled reports to make the most of their trading opportunities.

For most, the jargon-heavy world of investment research can be overwhelming. Helpfully, Moby promises to offer expert analysis without all of the jargon. The straightforward breakdown can help you get the information you need without spending too much time deciphering the lingo.

Streamlined Information

Moby makes it easy to stay on top of the market.

One way Moby offers a streamlined experience is by providing three stock picks each week. As a Moby member, you’ll get access to a list of top stock picks, which are selected by a team of former hedge fund analysts, with a focus on value stocks that have a strong growth potential. Some of the recent winning stock picks by Moby include Alcoa, Tesla, Moderna, and Asana, which all saw returns of over 500%.

Other tools to help you efficiently gather information include a morning newsletter, monthly crypto research reports, end-of-day reports, and regular market alerts.

Another interesting piece of information is Moby’s Political Trade Tracking. Essentially, this tool tracks what trades sitting politicians are making in the U.S. The weekly update can help you keep an eye on what trades powerful politicians are making.

The downside is that Moby is missing out on some of the tools investors might want. For example, there is no portfolio analysis tool or watchlists.

Available Through Multiple Formats

Written reports of investment research can be helpful. But if you don’t have time to sit down and read a report, or simply want to mix things up, you’ll appreciate that Moby offers investment research insights in multiple formats.

In addition to written information, you’ll find video and audio reports available. The platform also offers a weekly podcast, which includes investment insights.

With the range of formats, you can stay on top of the information you need without being tied to reading constant updates.

Educational Resources

Actively managing an investment portfolio isn’t always easy. It helps to build your skills along the way, which Moby supports by providing courses and lessons to grow your knowledge.

The platform offers educational resources to help you boost your knowledge. Whether you want to learn how to invest from scratch or take your skills to the next level, Moby has resources available for you. 

How Does Performance Compare?

This is the question that almost everyone asks - but it's a loaded question. Comparing performance across stock picking platforms isn't incredibly helpful because they all use their own timing and metrics (and it's unlikely that you - as a customer - can duplicate it). 

But performance does matter - so how does Moby focus on performance? They are going to highlight long term buy and hold investments and provide you with a specific price target. When that target is reached you'll get an alert. Sometimes that alert is an exit, but sometimes it might be adjusting the price target higher. 

Are There Any Fees?

Moby is a paid platform that costs $199 per year. As of writing, Moby was running a special which which gives you 10% off the first year, which reduces the annual cost to $179.

If you sign up for the platform and decide it’s not what you are looking for, you can take advantage of the money-back guarantee. The company will give you a full refund if you make the request within 30 days of signing up.

How Does Moby Finance Compare?

Moby isn’t the only investment research platform out there. Here’s how it stacks up:

At $249 to $2,995 per year, Zacks Stock Research is a bit more expensive than Moby. The platform offers a range of tools, including a stock screener, which provides filters to help you find ideal stocks for your portfolio. Additionally, Zacks uses a straightforward ranking system to make your life easier.

The Motley Fool is another option, which costs $99 for the first year, then the price goes higher. Like Moby, the Motley Fool offers stock pick guidance, which you’ll receive in a newsletter each month. The platform also offers access to a community of investors. However, The Motley Fool is known for it's aggressive marketing and paywalls - meaning there are upsells to access everything. 

How Do I Open An Account?

If you want to work with Moby, you can open an account by clicking "Get Started" on the website, providing your email address, and creating a password. From there, you’ll be asked to pay via card or PayPal. Once your account is created, you can start using the platform’s tools right away.

Is It Safe And Secure?

If you use Moby, you have the option to pay with a credit card or PayPal. In either case, your payment information is reasonably safe with the platform.

In the company’s privacy policy, it says it may anonymize your personal information to share with third parties. Additionally, it may share your information with business partners. 

How Do I Contact Moby Finance?

If you want to get in touch with Moby, you can send a message through the company’s website. According to the message box, someone from the company will usually get back to you within four hours.

In terms of your experience, Moby’s 4.6 out of 5 star Trustpilot rating seems to indicate that most customers have a positive experience. So far, the company has earned 3.8 out of 5 stars in the Google Play Store. But since the company is relatively new to the market, there is a limited number of customer reviews to work from.

Is It Worth It?

If you want to work with a platform that offers streamlined information about the stock market, Moby might be a good fit.

It’s especially useful for new investors who are learning the ropes and getting comfortable with active trading. But more experienced investors might prefer to handle their own stock analysis. 

Check out Moby here >>

Moby Financial Features